MAS
MPWM Advisory Solutions LLC Portfolio
Invests via MPWM Advisory Solutions LLC | Managed by Evelyn Steinman Perez, Steven J. Mayer
Invests via MPWM Advisory Solutions LLC
Managed by Evelyn Steinman Perez, Steven J. Mayer
Automatically Tracked
Company Profile
Registered as a SEC-registered RIA, MPWM Advisory Solutions LLC provides wealth management and advisory services to high-net-worth individuals, family offices and institutional clients. The firm offers portfolio management, financial planning, retirement and fiduciary advisory, leveraging multi-asset strategies and third-party manager selection. Capital focus is discretionary and advisory mandates with fee-based revenue; market positioning emphasizes personalized risk-managed outcomes and independent advice.
Registered as a SEC-registered RIA, MPWM Advisory Solutions LLC provides wealth management and advisory services to high-net-worth individuals, family offices and institutional clients. The firm offers portfolio management, financial planning, retirement and fiduciary advisory, leveraging multi-asset strategies and third-party manager selection. Capital focus is discretionary and advisory mandates with fee-based revenue; market positioning emphasizes personalized risk-managed outcomes and independent advice.
Investment Philosophy & Strategy
Anchored in fee-based wealth advisory, MPWM Advisory Solutions emphasizes customized, risk-managed multi-asset portfolios for HNW individuals, family offices and institutions. The firm favors discretionary and advisory mandates, blending in-house asset allocation with curated third-party managers to diversify sources of return. Capital deployment prioritizes long-term preservation with tactical allocation flexibility, fiduciary governance, transparent fee alignment, and outcome-oriented planning. Underwriting stresses process discipline, drawdown control and client-centric governance.
Anchored in fee-based wealth advisory, MPWM Advisory Solutions emphasizes customized, risk-managed multi-asset portfolios for HNW individuals, family offices and institutions. The firm favors discretionary and advisory mandates, blending in-house asset allocation with curated third-party managers to diversify sources of return. Capital deployment prioritizes long-term preservation with tactical allocation flexibility, fiduciary governance, transparent fee alignment, and outcome-oriented planning. Underwriting stresses process discipline, drawdown control and client-centric governance.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
3.3%
Gain
Monthly
0.17%
Yearly
2.13%
Drawdown
21.01%
$210.91M
Equity
Holdings
$210.91M
Investment
$177.27M
$38.8M
Profit -$1.17M
Realized
$5.16M
Unrealized
$33.64M
Dividends
$4.23M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$1.17M
Win %
72%
This Week
Compared To Last Week
Gain
-1.49%
Profit
-$3.18M
Win %
72%
This Month
Compared to last month
Gain
-1.15%
Profit
-$2.46M
Win %
72%
This Year
Compared to last year
Gain
11.79%
Profit
$22.24M
Win %
72%
VG Venture Global Inc.
+4.46%
+$56.5 
ROAD Construction Partners, Inc. Class A Common Stock
+3.9%
+$315.61 
CAKE The Cheesecake Factory Incorporated
+3.5%
+$201.29 
ALL Allstate Corporation
+3.35%
+$89.21 
WRB W.R. Berkley Corporation
+3.18%
+$1,998 
CB Chubb Limited
+2.99%
+$205.4 
OXY-WT Occidental Petroleum Corporation
+2.94%
+$10.23 
ADM Archer-Daniels-Midland Co
+2.92%
+$50.92 
NOC Northrop Grumman Corporation
+2.8%
+$130.77 
MRK Merck & Co., Inc.
+2.78%
+$6,336.75 
PANW Palo Alto Networks, Inc.
+2.77%
+$107.69 
E Eni S.p.A. Sponsored ADR
+2.74%
+$149.91 
CMG Chipotle Mexican Grill, Inc.
+2.73%
+$467.5 
GE General Electric Company
+2.67%
+$933.24 
BMY Bristol-Myers Squibb Company
+2.53%
+$30.6 
RLI RLI Corp.
+2.51%
+$50.83 
TTE TotalEnergies SE
+2.46%
+$133.51 
ABT Abbott Laboratories
+2.43%
+$74.4 
SHEL Shell plc
+2.22%
+$619.92 
MO Altria Group, Inc.
+2.18%
+$47.85 
CSCO Cisco Systems, Inc.
+2.17%
+$558.09 
FHN First Horizon Corporation
+2.13%
+$2,932.2 
CI The Cigna Group
+2.02%
+$389.64 
MUR Murphy Oil Corporation
+2%
+$155.49 
LYB LyondellBasell Industries N.V.
+1.97%
+$114 
ABBV AbbVie Inc.
+1.9%
+$1,301.96 
JNJ Johnson & Johnson
+1.87%
+$5,846.84 
CVS CVS Health Corporation
+1.82%
+$1,358 
PSX Phillips 66
+1.8%
+$301.29 
DLTR Dollar Tree, Inc.
+1.76%
+$56.5 
TS Tenaris S.A.
+1.68%
+$31.79 
UNH UnitedHealth Group Incorporated
+1.66%
+$35.05 
PGR Progressive Corporation
+1.63%
+$53.76 
LMT Lockheed Martin Corporation
+1.62%
+$924.63 
EMR Emerson Electric Co.
+1.58%
+$680.45 
MCK McKesson Corporation
+1.57%
+$65.87 
LLY Eli Lilly and Company
+1.56%
+$3,781.88 
CTA Simplify Managed Futures Strategy ETF
+1.55%
+$96.76 
XBI SPDR S&P Biotech ETF
+1.53%
+$23.2 
XOM Exxon Mobil Corporation
+1.51%
+$79.56 
NET Cloudflare Inc.
+1.45%
+$384.12 
VKTX Viking Therapeutics Inc.
+1.43%
+$2,327 
RKLB Rocket Lab Corporation
+1.39%
+$28.05 
RTX RTX Corporation
+1.37%
+$731.5 
ORCL Oracle Corporation
+1.36%
+$143.65 
CVX Chevron Corporation
+1.36%
+$1,664.16 
GILD Gilead Sciences Inc.
+1.36%
+$407 
VZ Verizon Communications Inc.
+1.32%
+$3,041.52 
ITA iShares U.S. Aerospace & Defense ETF
+1.3%
+$36 
TGT Target Corporation
+1.3%
+$203.84 
T AT&T Inc.
+1.21%
+$109.97 
CRWD CrowdStrike Holdings, Inc.
+1.18%
+$308.48 
NSC Norfolk Southern Corporation
+1.17%
+$1,209.58 
LCII LCI Industries Inc.
+1.13%
+$7.38 
GD General Dynamics Corporation
+1.12%
+$181.28 
ZS Zscaler Inc.
+1.12%
+$29.43 
ET Energy Transfer L.P.
+1.09%
+$4.62 
WMT Walmart Inc.
+1.08%
+$1,210.24 
D Dominion Energy, Inc.
+1.07%
+$22.33 
SHLD Global X Defense Tech ETF
+1.07%
+$321.28 
PPA INVESCO AEROSPACE & DEFENSE ETF (P3WR)
+1.01%
+$1,971.63 
WPC W. P. Carey Inc.
+1.01%
+$82.85 
COP ConocoPhillips
+1.01%
+$50.16 
DD DuPont de Nemours, Inc.
+0.98%
+$7.91 
ED Consolidated Edison, Inc.
+0.97%
+$189.66 
HON Honeywell International Inc.
+0.96%
+$53.16 
UNP Union Pacific Corporation
+0.94%
+$53.58 
TMUS T-Mobile US, Inc.
+0.92%
+$1,628.7 
WFC Wells Fargo & Company
+0.92%
+$84.24 
SO The Southern Company
+0.92%
+$478.72 
MPC Marathon Petroleum Corporation
+0.91%
+$116.34 
DUK Duke Energy Corporation
+0.89%
+$209.44 
MDLZ Mondelez International, Inc.
+0.89%
+$238.71 
XLE Energy Select Sector SPDR Fund
+0.89%
+$20.7 
GEV GE Vernova Inc.
+0.88%
+$291.84 
VDE Vanguard Energy ETF
+0.87%
+$26.7 
NEE NextEra Energy, Inc.
+0.87%
+$3,633.2 
GLD SPDR Gold Shares
+0.87%
+$5,634.28 
COMT iShares GSCI Commodity Dynamic Strategy ETF
+0.86%
+$16.8 
OUNZ VanEck Merk Gold Trust
+0.85%
+$9,248.2 
IYE iShares U.S. Energy ETF
+0.84%
+$10.2 
EPD Enterprise Products Partners L.P.
+0.84%
+$6.4 
DG Dollar General Corporation
+0.84%
+$4.28 
MANH Manhattan Associates Inc.
+0.84%
+$12.29 
XLU Utilities Select Sector SPDR Fund
+0.84%
+$256.88 
BRK-B Berkshire Hathaway Inc.
+0.8%
+$2,137.98 
BLNK Blink Charging Co.
+0.78%
+$0.12 
PFE Pfizer Inc.
+0.78%
+$1,274.91 
EOG EOG Resources, Inc.
+0.77%
+$5.35 
ETN Eaton Corporation plc
+0.77%
+$76.25 
LNT Alliant Energy Corporation
+0.76%
+$94.3 
GPS Gap Inc-The
+0.74%
+$1.95 
F Ford Motor Company
+0.74%
+$84 
SOLS Sollensys Corp
+0.73%
+$5.13 
GCOW Pacer Global Cash Cows Dividend ETF
+0.71%
+$8 
RSPU Invesco S&P 500 Equal Weight Utilities ETF
+0.71%
+$6.33 
TXRH Texas Roadhouse Inc.
+0.7%
+$69 
GTY Getty Realty Corp.
+0.69%
+$16.5 
TSCO Tractor Supply Company
+0.68%
+$10.5 
INDA ISHARES MSCI INDIA ETF
+0.67%
+$18,827.58 
GABF Gabelli Financial Services Opportunities ETF
+0.65%
+$459 
UTES Virtus Reaves Utilities ETF
+0.65%
+$1,027.95 
WST West Pharmaceutical Services, Inc.
+0.64%
+$4,837.08 
JPM JPMorgan Chase & Co.
+0.64%
+$572 
HACK Amplify Cybersecurity ETF
+0.63%
+$31.74 
Q Qnity Electronics Inc.
+0.63%
+$7.65 
VNQ Vanguard Real Estate ETF
+0.61%
+$207.87 
XLV Health Care Select Sector SPDR Fund
+0.61%
+$1,624.59 
IBB iShares Biotechnology ETF
+0.61%
+$966 
TFC Truist Financial Corporation
+0.59%
+$46.3 
LNG Cheniere Energy Inc.
+0.59%
+$305.52 
PDX PIMCO Dynamic Income Strategy Fund
+0.57%
+$235.8 
SQ Block, Inc.
+0.57%
+$948.46 
CMDT PIMCO Commodity Strategy Active Exchange-Traded Fund
+0.56%
+$63.9 
PCAR PACCAR Inc.
+0.56%
+$6.39 
VHT Vanguard Health Care ETF
+0.55%
+$1,385.28 
FDL First Trust Morningstar Dividend Leaders Index Fund
+0.54%
+$86.35 
RBC RBC Bearings Incorporated
+0.54%
+$37.32 
ORLY O'Reilly Automotive Inc.
+0.52%
+$27 
AMLP Alerian MLP ETF
+0.51%
+$5,313.55 
FLSP Franklin Systematic Style Premia ETF
+0.51%
+$56.98 
PLD Prologis Inc.
+0.5%
+$15 
TLT iShares 20+ Year Treasury Bond ETF
+0.5%
+$858.64 
FXN First Trust Energy AlphaDEX Fund
+0.5%
+$6.3 
VRTX Vertex Pharmaceuticals Incorporated
+0.5%
+$242 
PPG PPG Industries Inc.
+0.47%
+$56 
PG Procter & Gamble Co
+0.47%
+$173.95 
GLTR abrdn Physical Precious Metals Basket Shares ETF
+0.46%
+$93.72 
SPTL SPDR Portfolio Long Term Treasury ETF
+0.45%
+$39,923.06 
TJX The TJX Companies, Inc.
+0.43%
+$20.77 
BUI BlackRock Utilities, Infrastructure & Power Opportunities Trust
+0.43%
+$348.96 
DVY iShares Select Dividend ETF
+0.42%
+$177.33 
BAC Bank of America Corporation
+0.42%
+$190.32 
DNP DNP Select Income Fund Inc.
+0.41%
+$28.8 
MU Micron Technology, Inc.
+0.4%
+$1,696.6 
AAPL Apple Inc.
+0.4%
+$12,518.79 
PRI Primerica Inc.
+0.4%
+$17.36 
PAB PGIM Active Aggregate Bond ETF
+0.39%
+$306.71 
DDIV First Trust Dorsey Wright Momentum Plus Dividend ETF
+0.39%
+$46.48 
SPHD Invesco S&P 500 High Dividend Low Volatility ETF
+0.39%
+$21.11 
SLV iShares Silver Trust
+0.37%
+$573.5 
BDJ BlackRock Enhanced Equity Dividend Trust
+0.36%
+$88.48 
NUE Nucor Corporation
+0.36%
+$8.45 
DRI Darden Restaurants, Inc.
+0.36%
+$17.28 
VTV Vanguard Value ETF
+0.35%
+$175.92 
FVD First Trust Value Line Dividend Index Fund
+0.35%
+$1,558.03 
CDL VictoryShares US Large Cap High Dividend ETF
+0.35%
+$13,845 
CIBR First Trust NASDAQ Cybersecurity ETF
+0.34%
+$9,147.48 
BLV Vanguard Long-Term Bond ETF
+0.33%
+$5.94 
FTA First Trust Large Cap Value AlphaDEX Fund
+0.3%
+$2,892.31 
SCHD Schwab U.S. Dividend Equity ETF
+0.3%
+$237.84 
PKG Packaging Corporation of America
+0.3%
+$7.05 
ARW Arrow Electronics Inc.
+0.3%
+$11.49 
XLI Industrial Select Sector SPDR Fund
+0.28%
+$10,724.79 
LGOV First Trust Long Duration Opportunities ETF
+0.28%
+$38.58 
BA Boeing Company
+0.28%
+$13.8 
MDT Medtronic plc
+0.28%
+$73.83 
HDB HDFC Bank Limited ADR
+0.27%
+$10.64 
CAT Caterpillar Inc.
+0.23%
+$309.55 
SNY Sanofi American Depositary Receipt
+0.23%
+$8.3 
VMBS Vanguard Mortgage-Backed Securities Fund
+0.23%
+$0.63 
FIIG First Trust Intermediate Duration Investment Grade Corporate ETF
+0.22%
+$27 
WM Waste Management, Inc.
+0.21%
+$62.4 
VYM Vanguard High Dividend Yield ETF
+0.21%
+$511.98 
GOVT iShares U.S. Treasury Bond ETF
+0.21%
+$7.54 
DGRO iShares Core Dividend Growth ETF
+0.21%
+$197.92 
VALE Vale S.A.
+0.2%
+$4.86 
UCBI United Community Banks, Inc.
+0.2%
+$5.88 
SPTI SPDR Portfolio Intermediate Term Treasury ETF
+0.2%
+$31.79 
NDMO Nuveen Dynamic Municipal Opportunities Fund
+0.19%
+$303.64 
MUSI American Century Multisector Income ETF
+0.18%
+$59.47 
CRWV CoreWeave, Inc.
+0.18%
+$127.4 
AGG iShares Core U.S. Aggregate Bond ETF
+0.17%
+$1,316.2 
XLB Materials Select Sector SPDR Fund
+0.17%
+$17 
BALL Ball Corp.
+0.17%
+$31.18 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
+0.16%
+$639.25 
CSX CSX Corporation
+0.16%
+$56.24 
SDY SPDR S&P Dividend ETF
+0.16%
+$26.46 
UITB VictoryShares Core Intermediate Bond ETF
+0.15%
+$145.81 
FIXD First Trust TCW Opportunistic Fixed Income Fund
+0.15%
+$9.23 
BND Vanguard Total Bond Market Index Fund
+0.14%
+$26.25 
IUSB iShares Core Universal USD Bond ETF
+0.14%
+$86.71 
JCI Johnson Controls International plc
+0.14%
+$6.27 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
+0.13%
+$3.99 
MRSH Marsh & McLennan Companies, Inc.
+0.13%
+$2.07 
FTCB First Trust Core Investment Grade ETF
+0.12%
+$22.6 
OGN Organon & Co.
+0.11%
+$0.03 
DFCF Dimensional Core Fixed Income ETF
+0.11%
+$48.15 
GTO Invesco Total Return Bond ETF
+0.11%
+$1,762.35 
FPEI First Trust Institutional Preferred Securities and Income ETF
+0.1%
+$5 
SCHO Schwab Short-Term U.S. Treasury ETF
+0.1%
+$1,136.62 
TOTL SPDR DoubleLine Total Return Tactical ETF
+0.1%
+$1,390.76 
DFUV Dimensional US Marketwide Value ETF
+0.1%
+$576.07 
IVE ISHARES S&P 500 VALUE ETF
+0.1%
+$2,810.14 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
+0.09%
+$1,246.69 
IFRA iShares U.S. Infrastructure
+0.09%
+$190.03 
KNG Fidelity S&P 500 Dividend Aristocrats ETF
+0.09%
+$4.5 
AME Ametek Inc.
+0.08%
+$2.85 
FSIG First Trust Limited Duration Investment Grade Corporate ETF
+0.08%
+$11.16 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
+0.07%
+$83.62 
BSV Vanguard Short-Term Bond ETF
+0.07%
+$34.16 
LIN Linde plc
+0.07%
+$4.44 
SPTS SPDR Portfolio Short Term Treasury ETF
+0.07%
+$28.3 
COST Costco Wholesale Corporation
+0.07%
+$37.12 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
+0.07%
+$35.56 
FLXR TCW Flexible Income ETF
+0.06%
+$595.52 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.06%
+$202.96 
UL Unilever PLC Sponsored American Depositary Receipt
+0.06%
+$1.16 
LMBS First Trust Low Duration Opportunities ETF
+0.06%
+$180.98 
VRP Invesco Variable Rate Preferred ETF
+0.06%
+$28.5 
AON Aon plc
+0.06%
+$1.54 
FPX First Trust US Equity Opportunities ETF
+0.06%
+$5.5 
UCON First Trust TCW Unconstrained Plus Bond ETF
+0.06%
+$6.34 
PULS PGIM Ultra Short Bond ETF
+0.05%
+$655.27 
FTSL First Trust Senior Loan ETF
+0.04%
+$40.12 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.04%
+$698.6 
TBIL US Treasury 3 Month Bill ETF
+0.04%
+$170.26 
DFSD Dimensional Short-Duration Fixed Income ETF
+0.04%
+$34.92 
IAGG iShares International Aggregate Bond Fund
+0.03%
+$2.9 
JPST JPMorgan Ultra-Short Income ETF
+0.03%
+$144.84 
TFLO iShares Treasury Floating Rate Bond ETF
+0.03%
+$594.2 
CLOI VanEck CLO ETF
+0.03%
+$1,488.86 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.03%
+$119.15 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.02%
+$111.72 
XONE BondBloxx Bloomberg One Year Target Duration US Treasury ETF
+0.02%
+$3.67 
CGSD Capital Group Short Duration Income ETF
+0.02%
+$17.04 
PAAA PGIM AAA CLO ETF
+0.02%
+$106.41 
CGDG Capital Group Dividend Growers ETF
+0.01%
+$1.31 
BNDX Vanguard Total International Bond ETF
+0.01%
+$0.64 
ICSH iShares Short Treasury Bond ETF
+0.01%
+$10.98 
BAAPL BOEING CO 6% DEP SHS RE 1/20TH PFD MAN CNV SR A WI
0%
$0 
BUIRT
0%
$0 
CDNMF EGR Exploration Ltd.
0%
$0 
PKST Peakstone Realty Trust
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
ISRG Intuitive Surgical, Inc.
-12.63%
-$5,639.91 
CDNS Cadence Design Systems, Inc.
-10.34%
-$10,931.55 
SNPS Synopsys, Inc.
-9.65%
-$362.12 
NFLX Netflix, Inc.
-8.51%
-$10,558.44 
HOOD Robinhood Markets, Inc.
-5.53%
-$146.62 
DXYZ Destiny Tech100 Inc.
-5.49%
-$342.7 
META Meta Platforms Inc Class A
-5.24%
-$34,815.16 
AMAT Applied Materials, Inc.
-5.11%
-$1,032.12 
KLAC KLA Corporation
-4.37%
-$191.6 
APP AppLovin Corporation Class A Common Stock
-4.09%
-$1,953.6 
SNAP Snap Inc.
-4.05%
-$9.5 
BBBY Bed Bath & Beyond Inc.
-3.86%
-$60 
CRIS Curis Inc.
-3.81%
-$0.02 
GEHC GE HealthCare Technologies Inc.
-3.71%
-$78.08 
RYAAY Ryanair Holdings plc American Depositary Receipt
-3.67%
-$65.7 
IBM International Business Machines Corporation
-3.64%
-$5,650.73 
INTC Intel Corporation
-3.55%
-$5,804.82 
LRCX Lam Research Corporation
-3.51%
-$3,939.25 
ACN Accenture plc Class A
-3.13%
-$72.32 
MUFG Mitsubishi UFJ Financial Group, Inc. Sponsored ADR
-2.96%
-$378.59 
TXN Texas Instruments Inc
-2.96%
-$103.44 
NOK Nokia Corporation Sponsored ADR
-2.94%
-$1.22 
AZTA Azenta, Inc.
-2.92%
-$38.33 
AMD Advanced Micro Devices, Inc.
-2.92%
-$1,314.9 
ETHA iShares Ethereum Trust
-2.83%
-$263.6 
SMH VanEck Semiconductor ETF
-2.82%
-$10,076.58 
PAYC Paycom Software, Inc.
-2.81%
-$1,692 
CCJ Cameco Corporation
-2.75%
-$156 
SOXX iShares Semiconductor ETF
-2.72%
-$1,300.5 
IGPT Invesco AI and Next Gen Software ETF
-2.66%
-$764.8 
TSLA Tesla, Inc.
-2.64%
-$9,937.46 
BMNR Bitmine Immersion Technologies, Inc.
-2.62%
-$4,958.01 
NXPI NXP Semiconductors N.V.
-2.6%
-$147.63 
UBER Uber Technologies, Inc.
-2.56%
-$3.79 
QCOM QUALCOMM Incorporated
-2.54%
-$1,563.13 
BST BlackRock Science and Technology Trust
-2.51%
-$10,524.22 
MSFT Microsoft Corp.
-2.49%
-$16,636.64 
OKLO Oklo Inc.
-2.46%
-$10.25 
IONQ IonQ, Inc.
-2.42%
-$153 
NDAQ Nasdaq, Inc.
-2.35%
-$55.5 
CVLG Covenant Logistics Group Inc.
-2.28%
-$220 
BH Biglari Holdings Inc.
-2.2%
-$173 
KO The Coca-Cola Company
-2.14%
-$1,390.48 
PNQI Invesco NASDAQ Internet ETF
-2.12%
-$239.2 
QQEW First Trust NASDAQ-100 Equal Weighted Index Fund
-2.1%
-$892.16 
FEM First Trust Emerging Markets Small Cap AlphaDEX Fund
-2.08%
-$3,492.84 
QTEC First Trust NASDAQ-100 Technology Index Fund
-2.07%
-$314.75 
JKHY Jack Henry & Associates, Inc.
-2.07%
-$25.44 
ARKQ Ark Autonomous Technology & Robotics ETF
-2.06%
-$145.8 
ANET Arista Networks, Inc.
-2.04%
-$4,912.32 
PLTR Palantir Technologies Inc.
-2.04%
-$556.22 
GOOGL Alphabet Inc
-2.03%
-$19,828.8 
UAL United Airlines Holdings, Inc.
-2.03%
-$4,410.3 
DXC Dxc Technology Co.
-2.02%
-$33.82 
ASML ASML Holding N.V. New York Registry Shares
-2.02%
-$539.77 
GOOG Alphabet Inc
-2.02%
-$26,252.66 
HLMN Hillman Solutions Corp.
-2.01%
-$54.4 
ADI Analog Devices, Inc.
-1.98%
-$75.2 
BABA Alibaba Group Holding Limited SP ADR
-1.98%
-$419.92 
AGYS Agilysys Inc.
-1.96%
-$1,019.52 
SOFI SoFi Technologies, Inc.
-1.93%
-$26.8 
POWW Ammo Inc.
-1.93%
-$22.5 
MCO Moody's Corporation
-1.92%
-$79.68 
FJP First Trust Japan AlphaDEX Fund
-1.88%
-$38.91 
VWO Vanguard FTSE Emerging Markets ETF
-1.88%
-$445.31 
EWJ iShares MSCI Japan ETF
-1.88%
-$70.72 
TCBI Texas Capital Bancshares Inc.
-1.87%
-$202 
FFIN First Financial Bankshares Inc.
-1.84%
-$38.19 
WDFC WD-40 Company
-1.83%
-$51.7 
QBTS D-Wave Quantum Inc.
-1.83%
-$44.95 
FIZZ National Beverage Corp.
-1.83%
-$30.09 
MGK Vanguard Mega Cap Growth ETF
-1.81%
-$12,848 
V Visa Inc. Class A
-1.81%
-$14,170.2 
HLF Herbalife Ltd.
-1.78%
-$242 
IYW iShares U.S. Technology ETF
-1.77%
-$223.08 
MRVL Marvell Technology, Inc.
-1.75%
-$9,490.83 
VRT Vertiv Holdings Co
-1.73%
-$153 
REMX VanEck Rare Earth and Strategic Metals ETF
-1.73%
-$379.5 
ON ON Semiconductor Corporation
-1.73%
-$456 
TLRY Tilray Brands, Inc.
-1.72%
-$0.53 
CII BlackRock Enhanced Large Cap Core Fund, Inc.
-1.72%
-$15,096.87 
NVO Novo Nordisk A/S Sponsored ADR
-1.71%
-$228.8 
NNE Nano Nuclear Energy Inc.
-1.7%
-$82.5 
DASH DoorDash, Inc.
-1.69%
-$12.6 
FDN First Trust Dow Jones Internet Index Fund
-1.69%
-$3,406.79 
SPHB Invesco S&P 500 High Beta ETF
-1.69%
-$1,802.68 
MJ Amplify Alternative Harvest ETF
-1.68%
-$16.4 
FUL H.B. Fuller Co.
-1.68%
-$36.26 
DAL Delta Air Lines, Inc.
-1.67%
-$656.85 
CGGR Capital Group Growth ETF
-1.66%
-$6,893.41 
NVDA NVIDIA Corporation
-1.65%
-$47,876.58 
QYLD Global X Nasdaq 100 Covered Call ETF
-1.64%
-$1,475 
BITB Bitwise Bitcoin ETF
-1.63%
-$51.87 
URA Global X Uranium ETF
-1.62%
-$287.02 
IBIT iShares Bitcoin Trust
-1.61%
-$355.68 
COF Capital One Financial Corporation
-1.6%
-$40.8 
FXL First Trust Technology AlphaDEX Fund
-1.59%
-$989.1 
DIS The Walt Disney Company
-1.57%
-$192.5 
MA Mastercard Incorporated
-1.57%
-$259.8 
AIQ Global X Artificial Intelligence & Technology ETF
-1.57%
-$745.86 
TMO Thermo Fisher Scientific Inc.
-1.57%
-$1,277.25 
KD Kyndryl Holdings Inc.
-1.54%
-$11.65 
KODK Eastman Kodak Company
-1.54%
-$348 
WSO Watsco Inc.
-1.53%
-$70.92 
QQQM Invesco NASDAQ 100 ETF
-1.53%
-$73,631.78 
QQQ Invesco QQQ Trust, Series 1
-1.52%
-$162,045.35 
VUG Vanguard Growth ETF
-1.5%
-$1,177.8 
WU Western Union Co.
-1.5%
-$4,068.12 
IEMG iShares Core MSCI Emerging Markets ETF
-1.49%
-$13.92 
DFAE Dimensional Emerging Core Equity Market ETF
-1.48%
-$215.6 
IWF iShares Russell 1000 Growth ETF
-1.47%
-$1,092.42 
XLK State Street Technology Select Sector SPDR ETF
-1.47%
-$8,888.39 
EEM iShares MSCI Emerging Markets ETF
-1.46%
-$205.7 
KBWD Invesco KBW High Dividend Yield Financial ETF
-1.46%
-$1,036 
GS The Goldman Sachs Group, Inc.
-1.45%
-$127.12 
AVGO Broadcom Inc.
-1.45%
-$1,376.68 
KKR KKR & Co. Inc.
-1.44%
-$29.6 
QGRO American Century U.S. Quality Growth ETF
-1.43%
-$9,130.64 
VONG Vanguard Russell 1000 Growth Fund
-1.43%
-$46.28 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-1.42%
-$2,118.47 
LULU lululemon athletica inc.
-1.41%
-$10.08 
LYG Lloyds Banking Group Plc ADR
-1.41%
-$26.35 
ALGN Align Technology, Inc.
-1.41%
-$87.85 
SWIM Latham Group, Inc.
-1.4%
-$9.35 
BLK BlackRock, Inc.
-1.4%
-$350.06 
CGXU Capital Group International Focus Equity ETF
-1.39%
-$172.51 
UBS UBS Group AG
-1.38%
-$148 
SPYG SPDR Portfolio S&P 500 Growth ETF
-1.37%
-$62,151.3 
FTEC Fidelity MSCI Information Technology Index ETF
-1.32%
-$115.2 
AXP American Express Company
-1.32%
-$100.17 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
-1.32%
-$1,794 
IHG Intercontinental Hotels Group PLC ADR
-1.31%
-$52.5 
TDIV FT NASDAQ Technology Dividend Index Fund
-1.31%
-$3,164.93 
SITE SiteOne Landscape Supply Inc.
-1.3%
-$23.8 
OBDC Blue Owl Capital Corporation
-1.3%
-$1,450 
VGT Vanguard Information Technology ETF
-1.3%
-$1,349.76 
SCHG Schwab U.S. Large-Cap Growth ETF
-1.28%
-$1,113.84 
EL The Estée Lauder Companies Inc. Class A
-1.27%
-$189.9 
BSX Boston Scientific Corporation
-1.25%
-$30.24 
AVDV Avantis International Small Cap Value ETF
-1.21%
-$34.02 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
-1.2%
-$115.61 
CRM Salesforce Inc
-1.19%
-$742.1 
DRUP GraniteShares Nasdaq Select Disruptors ETF Trust
-1.18%
-$2,514.69 
RGTI Rigetti Computing Inc
-1.17%
-$8.74 
AVEM Avantis Emerging Markets Equity ETF
-1.17%
-$123.44 
PFLT PennantPark Floating Rate Capital Ltd.
-1.16%
-$425 
INTU Intuit Inc.
-1.15%
-$23.7 
ZION Zions Bancorporation, National Association
-1.11%
-$192.34 
DOCU DocuSign Inc.
-1.09%
-$113.1 
NKE Nike, Inc. - Class B
-1.08%
-$75.36 
MAR Marriott International Inc. - Class A
-1.07%
-$51.74 
SIL Global X Silver Miners UCITS ETF USD Accumulating
-1.06%
-$174.8 
FTGS First Trust Growth Strength ETF
-1.05%
-$46.62 
PYPL PayPal Holdings Inc
-1.04%
-$11.21 
BBDC Barings BDC Inc.
-1.04%
-$381.6 
VSNT Versant Media Group, Inc.
-1.02%
-$16.28 
XLG Invesco S&P 500 Top 50 ETF
-1.01%
-$999.44 
IEP Icahn Enterprises L.P.
-0.99%
-$341.77 
ODFL Old Dominion Freight Line, Inc.
-0.98%
-$32.49 
BCX BlackRock Resources & Commodities Strategy Trust
-0.96%
-$221.36 
HASI Hannon Armstrong Sustainable Infrastructure Capital Inc.
-0.95%
-$629 
RSST Return Stacked U.S. Stocks & Managed Futures ETF
-0.94%
-$129.58 
CHWY Chewy Inc.
-0.93%
-$80 
BX Blackstone Inc.
-0.92%
-$125.08 
BUFQ FT Nasdaq Buffer ETF July.
-0.91%
-$51,741.96 
COWG Pacer U.S. Large Cap Cash Cows Growth ETF
-0.91%
-$26.91 
IXUS iShares Core International Stock ETF
-0.91%
-$352.75 
BBUS JPMorgan Betabuilders U.S. Equity Fund
-0.9%
-$167.14 
MTUM iShares MSCI USA Momentum Factor ETF
-0.89%
-$568.05 
S SentinelOne Inc.
-0.89%
-$437.5 
CGUS Capital Group Core Equity ETF
-0.88%
-$41.34 
GRNY Fundstrat Granny Shots US Large Cap ETF
-0.85%
-$29,290.4 
ITW Illinois Tool Works Inc.
-0.85%
-$14.46 
NVAX Novavax Inc.
-0.85%
-$4.2 
EFG iShares MSCI EAFE Growth ETF
-0.85%
-$524.8 
MTB M&T Bank Corporation
-0.84%
-$139.1 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-0.84%
-$3,625.84 
TM Toyota Motor Corporation
-0.84%
-$7.53 
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF
-0.83%
-$2,454.88 
VEU Vanguard FTSE All-World ex-US ETF
-0.83%
-$754.12 
MRNA Moderna, Inc.
-0.82%
-$1.56 
MGC Vanguard Mega Cap ETF
-0.82%
-$13,126.5 
VIK Viking Holdings Ltd
-0.82%
-$160 
FDT First Trust Developed Markets ex-US Fund
-0.81%
-$5,281.55 
AWI Armstrong World Industries, Inc.
-0.8%
-$34.83 
BOH Bank of Hawaii Corporation
-0.79%
-$25.84 
IDMO Invesco S&P International Developed Momentum ETF
-0.79%
-$18,543.85 
SPMO Invesco S&P 500 Momentum ETF
-0.79%
-$36,001.9 
LOW Lowe's Companies Inc.
-0.76%
-$61.05 
GM General Motors Company
-0.75%
-$99.76 
EDIV SPDR S&P Emerging Markets Dividend ETF
-0.73%
-$8.06 
DFUS Dimensional U.S. Equity Market ETF
-0.72%
-$33,096.28 
DFIS Dimensional International Small Cap ETF
-0.72%
-$20.4 
IJR iShares Core S&P Small-Cap ETF
-0.71%
-$193.2 
IVV iShares Core S&P 500 ETF
-0.71%
-$1,032.96 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.71%
-$596.7 
MS Morgan Stanley
-0.71%
-$79.05 
IWP iShares Russell Mid-Cap Growth ETF
-0.71%
-$163.66 
IWB iShares Russell 1000 ETF
-0.71%
-$3,215.84 
C Citigroup Inc.
-0.71%
-$39.06 
VOO Vanguard S&P 500 ETF
-0.7%
-$6,192.91 
AMID Argent Mid Cap ETF
-0.7%
-$47.78 
DFAU Dimensional US Core Equity Market ETF
-0.7%
-$74.46 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.7%
-$124 
SPY SPDR S&P 500 ETF Trust
-0.69%
-$257,241.83 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.69%
-$2,237.13 
OMFL Invesco Russell 1000 Dynamic Multifactor ETF
-0.69%
-$66.5 
SFLR Innovator Equity Managed Floor ETF
-0.68%
-$2,806.09 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
-0.68%
-$129,327.04 
FTC First Trust Large Cap Growth Fund
-0.68%
-$6,148.6 
VIOO Vanguard S&P Small-Cap 600 ETF
-0.68%
-$105.8 
FXR First Trust Industrials/Producer Durables AlphaDEX Fund
-0.67%
-$267.6 
AXTA Axalta Coating Systems Ltd.
-0.67%
-$11.66 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.67%
-$7,090.32 
IYT iShares U.S. Transportation ETF
-0.67%
-$168 
THO Thor Industries Inc.
-0.67%
-$11.85 
CMCSA Comcast Corp
-0.66%
-$289.92 
PRN Invesco Dorsey Wright Industrials ETF
-0.66%
-$194.18 
CME CME Group Inc.
-0.66%
-$19.5 
MOAT VanEck Morningstar Wide Moat Fund
-0.66%
-$237.85 
IJT iShares S&P Small-Cap 600 Growth ETF
-0.66%
-$205.2 
NLR VanEck Uranium and Nuclear ETF
-0.65%
-$291.04 
LKFN Lakeland Financial Corporation
-0.65%
-$11.89 
RIVN Rivian Automotive, Inc.
-0.64%
-$8.8 
SKYY First Trust Cloud Computing ETF
-0.64%
-$97.12 
HIPS GraniteShares HIPS US High Income ETF
-0.64%
-$416.48 
SCHW Charles Schwab Corporation
-0.64%
-$172.26 
SLYG SPDR S&P 600 Small Cap Growth ETF
-0.63%
-$25.73 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
-0.62%
-$64.44 
CGDV Capital Group Dividend Value ETF
-0.62%
-$30.2 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
-0.62%
-$102 
GGG Graco Inc.
-0.62%
-$7.05 
GOF Guggenheim Strategic Opportunities Fund
-0.6%
-$455 
UNF UniFirst Corp.
-0.6%
-$23.01 
MDYG SPDR S&P 400 Mid Cap Growth ETF
-0.6%
-$19.5 
DFAS Dimensional U.S. Small Cap ETF
-0.6%
-$3,340.82 
IEFA iShares Core MSCI EAFE ETF
-0.6%
-$674.54 
ROP Roper Technologies Inc.
-0.59%
-$12.91 
DXUV Dimensional US Vector Equity ETF
-0.59%
-$16.79 
PSCD Invesco S&P SmallCap Consumer Discretionary ETF
-0.58%
-$101.75 
NOW ServiceNow, Inc.
-0.58%
-$18 
IJK iShares S&P Mid-Cap 400 Growth ETF
-0.57%
-$104 
BTI British American Tobacco p.l.c. ADR
-0.57%
-$25.92 
AVUV Avantis U.S. Small Cap Value ETF
-0.56%
-$6.39 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.56%
-$4,042.75 
MLM Martin Marietta Materials, Inc.
-0.55%
-$19.08 
EFA iShares MSCI EAFE ETF
-0.54%
-$64.97 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
-0.54%
-$3.36 
RIO Rio Tinto Plc Sponsored ADR
-0.53%
-$3.84 
LSTR Landstar System Inc.
-0.52%
-$17.76 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.52%
-$829.92 
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF
-0.52%
-$74.52 
VB Vanguard Small-Cap ETF
-0.52%
-$4,245.78 
NLOP Net Lease Office Properties.
-0.51%
-$0.42 
HLI Houlihan Lokey Inc.
-0.51%
-$25.55 
IWM iShares Russell 2000 ETF
-0.49%
-$34,063.17 
MSTR Strategy Inc.
-0.48%
-$145.6 
BMRN Biomarin Pharmaceutical Inc.
-0.48%
-$21.75 
OIH VanEck Oil Services ETF
-0.48%
-$215.39 
RING iShares MSCI Global Gold Miners ETF
-0.48%
-$82.6 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.48%
-$1,429.44 
AMZN Amazon.com Inc
-0.48%
-$7,293.51 
FIW First Trust Water ETF
-0.47%
-$13 
RDVY First Trust Rising Dividend Achievers ETF
-0.47%
-$2,096.08 
IJH iShares Core S&P Mid-Cap ETF
-0.46%
-$1,434.3 
MDY SPDR S&P MidCap 400 ETF Trust
-0.46%
-$222.25 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
-0.46%
-$17,677.6 
AFLG First Trust Active Factor Large Cap ETF
-0.46%
-$18.6 
FEZ SPDR Euro Stoxx 50 ETF
-0.46%
-$2,756.52 
FXD First Trust Consumer Discretionary AlphaDEX Fund
-0.45%
-$6.28 
DFAI Dimensional International Core Equity Market ETF
-0.43%
-$126 
PFXF VanEck Preferred Securities ex Financials ETF
-0.43%
-$3,568.28 
DFIC Dimensional International Core Equity Market ETF
-0.43%
-$1,610.4 
FBT First Trust NYSE Arca Biotechnology Index Fund
-0.42%
-$11.55 
SONY Sony Group Corporation - Sponsored American Depositary Receipt
-0.42%
-$45 
PEP PepsiCo, Inc.
-0.42%
-$218.66 
IWO iShares Russell 2000 Growth ETF
-0.41%
-$46.8 
ZBRA Zebra Technologies Corporation
-0.39%
-$468 
CGBL Capital Group Core Balanced ETF
-0.39%
-$68.73 
PWR Quanta Services Inc.
-0.38%
-$4.84 
XMHQ Invesco S&P MidCap Quality ETF
-0.37%
-$810.91 
IWR iShares Russell Mid-Cap ETF
-0.36%
-$232.4 
FNY First Trust Mid Cap Growth Fund
-0.35%
-$346.92 
ZTS Zoetis Inc.
-0.34%
-$4.68 
NSSC Napco Security Technologies, Inc.
-0.33%
-$98.45 
BUFR FT Vestladder Buffer ETF-USD I
-0.33%
-$244.2 
BUFF Innovator Laddered Allocation Fund
-0.33%
-$472.5 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.33%
-$5.67 
MICC The Magnum Ice Cream Company N.V.
-0.32%
-$0.36 
BMI Badger Meter Inc.
-0.31%
-$5.64 
PNC The PNC Financial Services Group, Inc.
-0.31%
-$5.46 
ICLN iShares Global Clean Energy ETF
-0.3%
-$20.73 
FTXO First Trust Nasdaq Bank ETF
-0.3%
-$7.39 
DIHP Dimensional International High Profitability Portfolio
-0.29%
-$145 
MUA BlackRock MuniAssets Fund, Inc.
-0.28%
-$3,060.51 
DLY DoubleLine Yield Opportunities Fund
-0.27%
-$274.17 
HD The Home Depot, Inc.
-0.27%
-$76.54 
CRSR Corsair Gaming Inc.
-0.27%
-$5 
RSP Invesco S&P 500 Equal Weight ETF
-0.27%
-$1,194.72 
XLF Financial Select Sector SPDR Fund
-0.26%
-$166.2 
AJG Arthur J. Gallagher & Co.
-0.25%
-$7.56 
JEPI JPMorgan Equity Premium Income Fund
-0.24%
-$11.09 
SHW The Sherwin-Williams Company
-0.24%
-$8.91 
FSCS First Trust SMID Cap Strategy
-0.24%
-$120.54 
FXH First Trust Health Care AlphaDEX Fund
-0.23%
-$13.11 
FNX First Trust Mid Cap Core AlphaDEX Fund
-0.23%
-$518.66 
DBL DoubleLine Opportunistic Credit Fund
-0.21%
-$60 
BWA BorgWarner Inc.
-0.21%
-$4.68 
IEV iShares Europe ETF
-0.21%
-$163.35 
SMG Scotts Miracle-Gro Co.
-0.18%
-$3.51 
FEP First Trust Europe AlphaDEX Fund
-0.18%
-$664.86 
IWS iShares Russell Mid-Cap Value ETF
-0.18%
-$39.34 
DFIV Dimensional International Value ETF
-0.18%
-$2,058.2 
EFV iShares MSCI EAFE Value ETF
-0.18%
-$69.86 
FNDF Schwab Fundamental International Large Company Index ETF
-0.17%
-$394.74 
VYMI Vanguard International High Dividend Yield Index Fund
-0.16%
-$97.76 
FDX FedEx Corporation
-0.15%
-$12 
XYLD Global X S&P 500 Covered Call ETF
-0.14%
-$7.5 
FEX First Trust Large Cap Core Fund A
-0.13%
-$83.12 
NCLH Norwegian Cruise Line Holdings Ltd.
-0.13%
-$186.25 
CFA VictoryShares US 500 Volatility Wtd ETF
-0.13%
-$426.93 
FTCS First Trust Capital Strength ETF
-0.12%
-$496.2 
HYD VanEck High Yield Muni ETF
-0.11%
-$18.43 
FLMI Franklin Dynamic Municipal Bond ETF
-0.1%
-$207.03 
GDX VanEck Gold Miners ETF
-0.1%
-$130.41 
VO Vanguard Mid-Cap ETF
-0.09%
-$1,078.28 
FPE First Trust Preferred Securities and Income ETF
-0.08%
-$73.74 
MCD McDonald's Corporation
-0.08%
-$12.65 
FNDX Schwab Fundamental U.S. Large Company Index ETF
-0.08%
-$3.73 
VIG Vanguard Dividend Appreciation ETF
-0.07%
-$57.26 
FCX Freeport-McMoRan Inc.
-0.07%
-$11.36 
FYX First Trust Small Cap Core AlphaDEX Fund
-0.06%
-$42.91 
NEM Newmont Corporation
-0.06%
-$15.05 
USHY iShares Broad USD High Yield Corporate Bond ETF
-0.05%
-$11.1 
TEAM Atlassian Corporation Class A
-0.04%
-$0.44 
PATH Uipath Inc.
-0.04%
-$0.91 
COWZ Pacer US Cash Cows 100 ETF
-0.04%
-$6 
JNK SPDR Bloomberg High Yield Bond ETF
-0.04%
-$0.56 
IWD iShares Russell 1000 Value ETF
-0.03%
-$9.24 
PYLD PIMCO Multisector Bond Active ETF
-0.02%
-$5 
FAAR First Trust Alternative Absolute Return Strategy ETF
-0.02%
-$0.57 
DFNM Dimensional National Municipal Bond ETF
-0.01%
-$2.06 Events
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Dividends
Dividend Analysis
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No Data
| Trades 1975 | Longs Won 1243/1975 62% | Profit Factor 15.38 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $207,227.88 |
| Average Win $33,385.16 | Best Trade (Jul 13) $7.93M | Sharpe Ratio -9.86 |
| Average Loss -$3,687.02 | Worst Trade (Mar 31) -$243,108.24 | Z-Score 11.39 (100%) |
| Commissions $0 | Avg. Trade Length 9m 4w | Expectancy $19,644.99 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 58,824 | 52,941 | 47,059 | 41,176 | 35,294 | 29,412 | 23,529 | 17,647 | 11,765 | 5,882 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
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Option values are updated at end of day.
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